HIM

Hermes Investment Management Portfolio holdings

AUM $7.52B
1-Year Est. Return 20.66%
This Quarter Est. Return
1 Year Est. Return
+20.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.89B
AUM Growth
+$916M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$82.2M
2
+$32.7M
3
+$28.5M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$26.8M
5
COO icon
Cooper Companies
COO
+$26M

Top Sells

1
+$56.9M
2
+$51.7M
3
+$19M
4
VTRS icon
Viatris
VTRS
+$12.8M
5
UNP icon
Union Pacific
UNP
+$12.4M

Sector Composition

1 Financials 18.81%
2 Technology 15.71%
3 Healthcare 14.31%
4 Consumer Discretionary 12.81%
5 Industrials 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.02M 0.03%
22,462
152
$1.84M 0.03%
59,886
-4,978
153
$1.66M 0.03%
16,279
+400
154
$1.65M 0.03%
70,329
+2,624
155
$1.36M 0.02%
17,225
156
$1.13M 0.02%
46,783
157
$1.1M 0.02%
14,562
158
$1.08M 0.02%
7,723
159
$1.06M 0.02%
12,300
160
$923K 0.02%
19,546
161
$919K 0.02%
5,259
162
$911K 0.02%
19,130
-2,590
163
$899K 0.02%
20,300
164
$896K 0.02%
7,479
165
$884K 0.02%
2,439
166
$880K 0.01%
16,201
167
$866K 0.01%
10,732
168
$865K 0.01%
+4,658
169
$860K 0.01%
7,452
170
$856K 0.01%
30,400
171
$848K 0.01%
36,500
172
$844K 0.01%
10,463
173
$833K 0.01%
19,750
174
$777K 0.01%
7,072
175
$775K 0.01%
8,400
5 6
7
8 9